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Accounting Advisory

Organizational leaders like you trust us to manage your finances, accounting and technology needs, creating efficiencies and improved productivity.

Councilor, Buchanan & Mitchell’s (CBM) experienced outsourced professionals integrate seamlessly into your not-for-profit or corporate team. Because your organization’s operations are unique, and the way you serve customers, clients and members requires more than a cookie-cutter approach, we provide a consultative approach to our work, listening closely to understand your goals, making strategic recommendations and proposing services we believe will benefit you and minimize risks to your enterprise. We offer expertise in the following areas:

CBM's professionals deliver CFO-level expertise to help manage your organization's financial and strategic activities. Our qualified professionals oversee and forecast your cash flow activities, establish KPI dashboards and charts, budgets and pro forma financials, and deliver financial forecasts. We also help scale the financial operations of your enterprise, when needed, and structure complex accounting operations. Finally, we are available to present to your team during board- and executive committee-level strategy meetings.

CBM delivers controller-level expertise to manage your organization's accounting-related activities, including the timely delivery of financial statements, overseeing implementation of internal controls, managing transactions and ensuring reporting compliance. We can also prepare your organization for an annual audit and tax engagement by a third-party accountant, and oversee the preparation of your budget.

The digital operations of an organization, when structured correctly with the right tools and processes in place, can significantly increase your team's productivity and bring welcome efficiencies to your workflow. CBM's outsourced accounting team consults with you on the selection, development and optimization of the right financial management and billing technologies to get your operations get on the fast track to long-term success.

In today’s rapidly changing environment, your not-for-profit or corporate team must have the right expertise and be deployed effectively to help you grow. CBM’s people-driven approach to organizational success means our expertise does not end with financial operations management. In addition to assisting you in this core area, we also help evaluate your people operations, while bringing in experience with payroll and benefits to maximize the likelihood you have the right people in the right place.

In addition to our ongoing services, CBM's advisory team delivers consulting expertise across a wide range of organizational transactions including valuations, mergers & acquisitions, buy-sell agreements, exit planning or retirement planning, and dispute and litigation. No matter the situation your enterprise is facing, a CBM expert can guide you down the path of success. Click here to learn more about our expertise with transactional planning.

 

Our expertise is ideally suited for not-for-profit organizations including 501(c)6 trade and membership associations, professional services firms, and smaller firms or not-for-profits with growth potential throughout the Washington, DC metropolitan region. Organizations with a virtual office set-up can also benefit from working with CBM.

Why CBM?

We understand that managing your organization’s finances can be overwhelming and time-consuming. That’s why we offer a range of benefits to help you navigate the complexities of accounting and achieve peace of mind. Here are the key advantages of our accounting and advisory services:

1. Peace of mind through our proactive guidance and forward-thinking approach
2. Fast response times and unwavering reliability from our team
3. High-quality expertise to save you valuable time and help you worry less
4. Cost savings by eliminating the expenses associated with hiring and maintaining in-house personnel
5. Timely delivery of comprehensive reports and astute insights
6. Modernized and scalable systems that optimize workflows and facilitate future growth
7. Continuous guidance on controls, best practices and systems to enhance financial operations
8. Full control over the range of services tailored to meet your specific needs

Delivering a People-Driven Approach to Business Success

In today’s rapidly changing business environment, your team must have the right kind of expertise deployed effectively to help you grow. CBM’s people-driven approach to business success means our expertise does not end with financial or accounting operations management. CBM’s outsourced team can help evaluate your people operations, leveraging an understanding of payroll and benefits to maximize the likelihood you have the right people in the right place. The outcomes for you are increased confidence in your team’s alignment to your strategic goals and an ability to leverage available talents to drive long-term business success.

Quick References for Businesses

CBM’s Quick References are high-level insights published by our forward-thinking tax, accounting and consulting professionals that focus on critical issues and concerns facing businesses. CBM is available to help you implement solutions that minimize risks and maximize new opportunities.

Click here to review CBM’s latest Quick References.

What Clients Have to Say About Our Accounting and Advisory Expertise

I’ve appreciated the expertise Dominick Bellia and his team have shown helping Voices of Alzheimer’s set up our accounting system. We’ve only worked with Councilor, Buchanan & Mitchell for a few months but have benefited from their patience in answering a lot of preliminary questions, in-depth insights and attention to risk management concerns. We look forward to benefiting from our ongoing partnership in the future. – Jim Taylor, President, Voices of Alzheimer’s

The Franciscan Monastery has worked with Councilor, Buchanan & Mitchell for nearly five years now, during which Dominick Bellia and his team have successfully moved us from a paper operation to a fully digital system. Through the use of digital accounts payable programs, such as Bill.com, and other connected software, CBM streamlined our processes, reduced duplication of efforts, all while providing more effective internal controls and greater transparency. Most importantly, the CBM team has been a great group of professionals to work with. They made the transition seamless and have been available to support us every step of the way. I highly recommend them.  – Chris Dwyer, Director of Business and Operations, Franciscan Monastery of the Holy Land in America

 

“The Fritz Pollard Alliance Foundation is a not-for-profit organization with less than five full-time employees. Our growth relies heavily on our ability to align sound business practices with a clearheaded vision.  Our initial objective was to identify a business partner that offered more than just an accounting service. We needed a partner that could help us achieve operational efficiency and better transparency, . CBM has brought tremendous value in helping us establish the clarity and the confidence we need to develop a sustainable business model. Dominick Bellia and Janice Wofford have been tremendous partners in the process.” – Rod Graves, Executive Director, Fritz Pollard Alliance Foundation

From a prior experience working with Dominick Bellia and Amanda McWilliams, I immediately contacted them as soon as I arrived as executive director of ATLIS. I haven’t regretted that decision once. At the time, ATLIS was shifting from a largely volunteer-driven organization to what it is today, an organization with nearly $1 million in revenue. CBM helped make the shift a successful one. I explained to Dominick that I wanted to bring on CBM for the long-term so the organization and CBM’s involvement with us could grow together—and that’s exactly what has happened. I rely on Dominick and his team on a daily basis. Their expertise is always available, and it saves me from the challenges of investing too much time trying to understand the financial nuances of the organization.

Financial reporting is always evolving but am confident in the reporting that Dominick and Amanda deliver to the board based on the trust I’ve developed in them. – Christina Lewellen, MBA, CAE, Executive Director, Association of Technology Leaders in Independent Schools

“I have been really thrilled with CBM and I am grateful to work with Dominick.  He is very knowledgeable about every issue I bring to him, and I am confident that his advice has saved my company tens of thousands of dollars.  In addition, he went above and beyond to connect us to a lender for PPP #2 when I could not get a loan through my regular bank, which also worked out great.” – Aaron Seyedian, Founder of Well-Paid Maids

“Our Board has been very pleased with the professionalism and responsiveness CBM has brought to our accounting needs.” – Anonymous

 

“Dominick, Jessie and the whole CBM team have been great! They’re extremely helpful, super responsive and always on top of our Association’s needs.” – Anina Adelfino, Operations Manager at the Association of Clinical Research Organizations

“I’ve been very fortunate to have Dominick Bellia as my account manager, who is kind, and exceedingly patient with regard to helping me learn the system. His knowledge about so many of the nuances of the system, and business in general is astounding. I call him so often that I fear CBM will fire ME! In addition to the fact that the system has simplified my internal accounting, the information necessary for tax preparation is readily available, at a moment’s notice, with no effort on my part.” – Wendi Picker-Dennard, Independent Meeting Planner at Accommodations Unlimited